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Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

Invesco BulletShares 2025 Municipal Bond ETF logo
$24.45 0.00 (0.00%)
As of 04/16/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$64.74M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$17.97M
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BSMP Institutional Buying and Selling by Quarter

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Invesco BulletShares 2025 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025CRA Financial Services LLC10,000$245K0.0%-37.5%0.100%
4/16/2025Sterling Financial Group Inc.17,922$439K0.2%+15.7%0.179%
4/15/2025 Focus Financial Network Inc.96,646$2.37M0.1%-9.4%0.966%
4/15/2025 Collier Financial10,615$260K0.2%-20.2%0.106%
4/15/2025 Central Valley Advisors LLC178,060$4.36M1.7%N/A1.781%
4/14/2025 Sentinel Pension Advisors LLC36,970$905K0.2%+4.1%0.370%
4/11/2025 Davis Capital Management7,113$174K0.1%-61.6%0.070%
4/10/2025 CGN Advisors LLC65,808$1.61M0.2%+6.2%0.652%
4/4/2025 Webster Bank N. A.48,679$1.19M0.1%-2.5%0.482%
4/1/2025 Confluence Investment Management LLC110,040$2.69M0.0%-46.5%1.068%
3/19/2025Northeast Planning Associates INC. NH18,817$461K0.5%N/A0.181%
3/17/2025Wealth Enhancement Advisory Services LLC18,605$456K0.0%N/A0.181%
2/18/2025Fourth Dimension Wealth LLC23,381$573K0.3%N/A0.227%
2/17/2025Waverly Advisors LLC16,648$408K0.0%+13.4%0.162%
2/17/2025Focus Partners Wealth76,395$1.87M0.0%+4.0%0.742%
2/17/2025EP Wealth Advisors LLC21,297$522K0.0%N/A0.207%
2/17/2025Cetera Investment Advisers13,665$335K0.0%N/A0.133%
2/17/2025Captrust Financial Advisors15,283$375K0.0%-28.4%0.148%
2/17/2025Cary Street Partners Financial LLC8,705$213K0.0%N/A0.085%
2/17/2025Bank of America Corp DE334,029$8.19M0.0%+5.6%3.243%
2/17/2025Ameriprise Financial Inc.14,686$360K0.0%+34.1%0.143%
2/17/2025Aptus Capital Advisors LLC85,520$2.10M0.0%+23.5%0.830%
2/14/2025Jane Street Group LLC39,279$963K0.0%-17.2%0.381%
2/14/2025Beacon Pointe Advisors LLC32,730$802K0.0%+9.5%0.318%
2/14/2025Integrated Wealth Concepts LLC190,632$4.67M0.1%+29.2%1.851%
2/14/2025MGO One Seven LLC8,377$205K0.0%N/A0.081%
2/14/2025Stifel Financial Corp16,005$392K0.0%-20.9%0.155%
2/14/2025OneDigital Investment Advisors LLC32,347$793K0.0%-32.5%0.314%
2/14/2025MML Investors Services LLC99,358$2.44M0.0%+8.0%0.965%
2/14/2025Freedom Investment Management Inc.11,488$282K0.0%N/A0.112%
2/13/2025NewEdge Advisors LLC114,735$2.81M0.0%+0.8%1.114%
2/13/2025Raymond James Financial Inc.143,501$3.52M0.0%N/A1.393%
2/13/2025Advisory Services Network LLC17,252$423K0.0%+48.7%0.167%
2/13/2025Envestnet Asset Management Inc.310,150$7.60M0.0%+50.1%3.011%
2/13/2025Wells Fargo & Company MN682,686$16.73M0.0%+8.3%6.628%
2/12/2025OneAscent Financial Services LLC190,958$4.68M0.4%N/A1.854%
2/12/2025StoneX Group Inc.25,909$635K0.0%N/A0.252%
2/12/2025Hobbs Group Advisors LLC34,807$853K0.3%-5.7%0.338%
2/11/2025LPL Financial LLC382,339$9.37M0.0%+4.5%3.712%
2/10/2025Thrivent Financial for Lutherans44,891$1.10M0.0%+49.9%0.436%
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2/10/2025Signaturefd LLC8,976$220K0.0%+33.2%0.087%
2/10/2025Creative Financial Designs Inc. ADV3,094$76K0.0%-23.4%0.030%
2/10/2025Hills Bank & Trust Co70,651$1.73M0.1%+252.9%0.686%
2/10/2025Commonwealth Equity Services LLC278,607$6.83M0.0%-4.5%2.705%
2/7/2025HighTower Advisors LLC54,962$1.35M0.0%+6.0%0.534%
2/7/2025Independent Advisor Alliance27,968$686K0.0%N/A0.272%
2/7/2025Tassel Capital Management Inc.16,324$400K0.4%N/A0.158%
2/7/2025Voisard Asset Management Group Inc.32,616$799K0.3%+11.1%0.317%
2/7/2025Atlantic Union Bankshares Corp244,584$6.00M0.3%+33.8%2.375%
2/7/2025PNC Financial Services Group Inc.155,160$3.80M0.0%+90.2%1.506%
2/6/2025Raymond James Financial Inc.143,501$3.52M0.0%N/A1.393%
2/6/2025Meridian Wealth Management LLC33,477$821K0.0%+9.6%0.325%
2/6/2025Jones Financial Companies Lllp4,740$116K0.0%+116.0%0.046%
2/5/2025First Command Advisory Services Inc.22,971$563K0.0%+127.4%0.223%
2/4/2025Addison Advisors LLC11,075$271K0.1%+8.9%0.108%
2/4/2025MONECO Advisors LLC67,138$1.65M0.2%+41.0%0.652%
2/3/2025Sigma Planning Corp10,824$265K0.0%N/A0.105%
2/3/2025Private Advisor Group LLC43,024$1.06M0.0%-5.3%0.418%
1/31/2025Key Financial Inc127,435$3.12M0.7%+46.4%1.237%
1/30/2025Principal Securities Inc.3,800$93K0.0%+1,420.0%0.037%
1/30/2025Howard Wealth Management LLC12,185$299K0.2%+18.2%0.118%
1/29/2025 Collier Financial13,305$326K0.3%N/A0.129%
1/29/2025 Focus Financial Network Inc.106,671$2.62M0.1%+98.6%1.036%
1/28/2025Stephens Inc. AR24,105$591K0.0%N/A0.234%
1/28/2025AlphaStar Capital Management LLC48,012$1.18M0.1%+11.8%0.466%
1/27/2025YANKCOM Partnership15,852$389K0.2%N/A0.154%
1/27/2025Choreo LLC10,264$252K0.0%+19.5%0.100%
1/24/2025Resonant Capital Advisors LLC66,284$1.63M0.1%-17.6%0.644%
1/23/2025AA Financial Advisors LLC29,130$714K0.2%-27.4%0.283%
1/23/2025Crews Bank & Trust8,060$198K0.0%N/A0.078%
1/23/2025Masso Torrence Wealth Management Inc.25,036$614K0.3%+19.0%0.243%
1/23/2025Asset Dedication LLC102,150$2.50M0.2%+4.4%0.992%
1/22/2025Denver Wealth Management Inc.53,558$1.31M0.6%-1.0%0.520%
1/22/2025 Webster Bank N. A.49,904$1.22M0.1%-5.4%0.485%
1/21/2025Precedent Wealth Partners LLC66,277$1.62M0.5%+3.7%0.656%
1/21/2025Cornerstone Wealth Management LLC39,873$977K0.1%+16.3%0.395%
1/17/2025Avior Wealth Management LLC1,791$44K0.0%-97.4%0.018%
1/17/2025 Davis Capital Management18,533$454K0.4%-7.2%0.183%
1/15/2025Astoria Portfolio Advisors LLC.34,034$835K0.3%-6.6%0.337%
1/15/2025 CGN Advisors LLC61,986$1.52M0.1%-3.4%0.614%
1/15/2025Carnegie Investment Counsel64,005$1.57M0.0%-5.6%0.634%
1/14/2025Tlwm21,579$529K0.1%+2.2%0.214%
1/13/2025 Sentinel Pension Advisors Inc.35,506$870K0.2%+20.8%0.352%
1/13/2025Claro Advisors LLC12,960$318K0.0%+46.1%0.128%
1/10/2025Wealth Enhancement Advisory Services LLC18,605$456K0.0%N/A0.184%
1/7/2025 Horizons Wealth Management13,189$323K0.2%-4.4%0.131%
1/2/2025 Confluence Investment Management LLC205,599$5.04M0.1%-3.2%2.164%
12/26/2024JPMorgan Chase & Co.28,445$697K0.0%+225.8%0.299%
11/15/2024MML Investors Services LLC91,973$2.25M0.0%+31.6%0.968%
11/15/2024Jane Street Group LLC47,463$1.16M0.0%-83.8%0.500%
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11/15/2024Stifel Financial Corp20,242$496K0.0%+24.3%0.213%
11/15/2024Integrated Wealth Concepts LLC147,545$3.61M0.0%+4.7%1.553%
11/14/2024Captrust Financial Advisors21,340$523K0.0%+6.4%0.225%
11/14/2024Atlantic Union Bankshares Corp182,746$4.48M0.3%+36.4%1.924%
11/12/2024Meridian Wealth Management LLC30,545$748K0.0%+19.3%0.322%
11/8/2024Avior Wealth Management LLC68,165$1.67M0.1%+72.2%0.718%
11/8/2024PNC Financial Services Group Inc.81,570$2.00M0.0%+28.2%0.859%
11/7/2024Thrivent Financial for Lutherans29,948$734K0.0%+33.9%0.315%
11/6/2024River Street Advisors LLC15,537$381K0.2%+14.3%0.164%
11/6/2024OneDigital Investment Advisors LLC47,955$1.17M0.0%+34.4%0.505%
(Data available from 1/1/2016 forward)

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BSMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMP shares?

During the previous two years, 126 institutional investors and hedge funds held shares of Invesco BulletShares 2025 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($16.73M), LPL Financial LLC ($9.37M), Bank of America Corp DE ($8.19M), CWM LLC ($8.13M), Envestnet Asset Management Inc. ($7.60M), Commonwealth Equity Services LLC ($6.83M), and UBS Group AG ($6.02M).Learn more on BSMP's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2025 Municipal Bond ETF stock?

Of the 116 institutional investors that purchased Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($386.00K), Jane Street Group LLC ($352.99K), Raymond James Financial Inc. ($287.00K), Confluence Investment Management LLC ($226.44K), Atlantic Union Bankshares Corp ($223.25K), Central Valley Advisors LLC ($178.06K), and UBS Group AG ($155.35K).

How much institutional buying is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have bought a total of 4,654,630 shares in the last 24 months. This purchase volume represents approximately $127.13M in transactions.

Which Invesco BulletShares 2025 Municipal Bond ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($253.39K), Confluence Investment Management LLC ($123.33K), Resonant Capital Advisors LLC ($110.00K), Avior Wealth Management LLC ($66.37K), Raymond James & Associates ($38.14K), CGN Advisors LLC ($38.02K), and Private Advisor Group LLC ($34.08K).

How much institutional selling is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have sold a total of 1,030,957 shares in the last 24 months. This volume of shares sold represents approximately $25.70M in transactions.



This page (NASDAQ:BSMP) was last updated on 4/17/2025 by MarketBeat.com Staff
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